


ITL Financial Planning Revenue
Financial Services • Sydney, New South Wales, Australia • 1-10 Employees
ITL Financial Planning revenue & valuation
| Annual revenue | $25,300,000 |
| Revenue per employee | $5,053,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $80,900,000 |
| Total funding | No funding |
Key Contact at ITL Financial Planning
Nick Lloyd
Business Owner / Financial Adviser
Company overview
| Headquarters | Suite 63, Level 2, 23 Narabang Way, Belrose, NSW 2085, AU |
| Phone number | +6154139889535 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Direct Investment Portfolios, Retirement Planning Strategies, Smsfs Strategies, Wealth Accumulation Strategies, Wealth Protection Strategies |
| Founded | 2010 |
| Employees | 1-10 |
ITL Financial Planning Email Formats
ITL Financial Planning uses 2 email formats. The most common is {first initial} (e.g., j@itlfp.com.au), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@itlfp.com.au | 75% |
{first name} | john@itlfp.com.au | 25% |
About ITL Financial Planning
At ITL Financial Planning, we offer a family-focused service. This means giving you a team you can count on, a team that shares your problems, a team that truly has your best interests at heart and a team that will be there for you and your future generations in years to come. At ITL Financial Planning, we partner with you to build a unique and adaptive financial plan that is truly tailored to you and your family at every stage of life. We provide personalised advice to give you the results that you want. We are a boutique; providing highly specialised financial advice, superior service and certainty for you to make the right financial decisions now and in the future. We are professional; giving you the most up-to-date expert advice and support. We always have our finger on the pulse and we always deliver results. We know from experience that with careful planning and pro-active management of financial affairs, a significant improvement in financial freedom can be achieved over time. This is why we have broken away from the traditional adviser service models to give you the personalised attention you deserve. Before engaging you as a client we promise to always demonstrate how our advice can put you in a better position. We are specialists; passionately providing advice in the areas of self-managed superannuation funds, direct investments and personal risk insurance. By doing so we aim to give you control and transparency over your investments at all times and peace of mind that today’s great lifestyle can continue tomorrow. Our core values are integrity and transparency. We will always put you and your family first and act with complete honesty at all times.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
ITL Financial Planning has never raised funding before.
ITL Financial Planning Tech Stack
Discover the technologies and tools that power ITL Financial Planning's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Frequently asked questions
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